Numbers in NPST collapsed from Dec 2024 quarter. It has not recovered since then.
Fail to understand what is attraction for this company.
3 Likes
Company guided to meet Q2 fy25 numbers by Q3 fy26 and has since diversified the business into multiple banks, lines of business and even had international foray recently
Also, guided to get back to earlier growth rate as done earlier
Disc; Exited due to better opportunities
2 Likes
Mindgate promoters interview https://www.youtube.com/watch?v=vWsAGtEKj8M
NPST Mgmt. has referred to mindgate multiple times on call, as being a competitor in TSP space.
FY25 nos. of Mindgate seems very similar NPST numbers. But the trick is, if bulk of Mindgate’s numbers are coming from TSP, then it’s more sticky than the numbers coming PPAS for NPST.
PayU has acquired 70% of Mindgate valuing it at USD 300 Mn.
while going through the RHP of infinity infoway, which was recently listed, i got to know that
NPST holds less than 1% of the company.
has the company taken approvals from the shareholders or am i being anxious.
RMG ban is old news now. Association of how this affects NPST is being brought forth now, but the savvy bunch of investors would already have factored this in - evident from the price I guess. I agree that effect may be visible in the results with a lag, but I guess at least this news is already priced in
Beyond the Numbers | Value Discover Summit 2025 – Network People Services Technology Limited (NPST)
- The preferential by TATA MF went through @2074, thats at a premium of Rs 690 or ~50%…
- Evoq 4.0 in the works
- Reg Tech- they say no competition, the traction is yet to be seen on this vertical (first mover or are they making the market here?)
- Canara, Ujjivan, IOB, BoM and CBI onboarded…
- 1800 Co-op banks with 11000 branches are the significant future opportunity
- Bank in a Box…new optionality.
- Cash in books 350cr, sufficient muscle for biz expansion and international foray.
- PE -102, PEG - 0.48
- Promoter holding down from 67.5% to 61%
As regards the numbers, still struggling to breach Q2-FY 25 levels, margin erosion since Q3 (Fy 25) has not recovered.
Looks interesting now…lets see the Q3 numbers.
2 Likes
Any guess on what’s happening with the stock? They seem to be back on track with QoQ growth coming in; however, stock in downward trajectory.
Is this also AI pplay impacting NPST?
1 Like
Anybody watching this stock? What has been the trigger for a 25% shoot up within the last 3 days?
This circular, combined with 2.5Cr worth of combined promoter buying in Feb and March (as per screener’s trade deals) and a rationalization of the insane valuations may have led to this ascent. It continues to trade stronger - despite unsettling macro news. Let’s see how sustained this momentum would be
1 Like
Markets seems to be rewarding the results now. Gone through the concall management is quite positive about the future have guided for 70% YoY revenue growth for next 3 years and there is also potential for margin expansion.
Looks a good entry point to me.
Disc: Invested and adding more recently.